SPAB — SPDR SERIES TRUST

Ownership history in Advisory Resource Group  ·  12 quarters on record

This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in SPDR SERIES TRUST (SPAB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.64% (2020 Q3)
Avg. % of fund
2.04%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 474,308 +25,991 +5.8% 2.15% $12.2M $25.59
2025 Q3 REDUCED 448,317 -51,805 -10.4% 2.08% $11.6M $25.34
2025 Q2 ADDED 500,122 +37,431 +8.1% 2.46% $12.8M $24.85
2025 Q1 ADDED 462,691 +44,770 +10.7% 2.41% $11.8M $24.55
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPAB price (monthly, adj. close)

Other funds also holding SPAB

As of 2025 Q4 — sorted by position size

TOBIAS FINANCIAL ADVISORS, INC. 3Y 14.21% Trinity Wealth Management, LLC 3Y 12.0% Donoghue Forlines LLC 3Y 7Y 10.13% Financial Strategies Group, Inc. 3Y 8.59% TRUEFG, LLC 3Y 8.16% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 7.73% Cyr Financial Inc. 7.57% Copley Financial Group, Inc. 7.42% RATIONAL ADVISORS, INC. 3Y 7Y 7.35% Weitzel Financial Services, Inc. 3Y 6.92%
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